Browsing Tag
Pontera
24 posts
Corporate Roundup: Pontera, Snowden Lane Partnership; Modern Wealth Acquires KCM
The latest news from Pontera, Snowden Lane, Modern Wealth, Broadridge, and more
Pontera Brings in Lisa Gomez as Strategic Advisor
Former EBSA head will work alongside the DC industry on key policy issues
Corporate Roundup: Pontera Names Chief Legal Officer, OneDigital, Wealth.com Partner on Estate Planning Services
The latest news from Pontera, OneDigital, SageView, and Edelman Financial Engines
Mercer Introduces Account Bridge with Pontera
The program allows advisors to manage clients’ held-away investment accounts without added fees
Pontera and IAA Collab on Wealth Management Services
IAA's 140 partner firms will be able to view, analyze and manage clients' 401(k)s and other workplace plan accounts
Corporate Roundup: PGIM Appoints CEO, Pontera, Envestnet Partnership
The latest news from PGIM, Pontera, Envestnet, and more
Participants with Advisors Way More Confident of Secure Retirement
First Pontera 401(k) Literacy Study finds more than 8 in 10 participants working with a financial advisor are better informed and contribute more
Corporate Roundup: Pontera, 401GO Partnership, Vestwell and Commonwealth Expand Collaboration
The latest news from Pontera, 401GO, Vestwell, Commonwealth, and more
Pontera, Stifel Partner to Securely Manage Client 401(k)s
Collaboration unveiled today extends capabilities of more than 2,400 Stifel advisors serving over 200,000 clients
Pontera Builds Out DC Partnerships Unit with Trio of Experienced Hires
Jerry Bonnabeau joins in new role as Head of DC Partnerships; Kevin Amoruso as Director, DC Strategic Relationships; and Todd Stablewski as Director, DC Partnerships